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  2. Benefit Manager

Benefit Manager

Self service benefit configuration system. Set up new benefits, selection windows, allocate benefits to groups or individuals, plus add historical selections on bulk

Benefit Setup

  • Allocation Settings
  • How to Customise the Display Order of Benefits
  • How to Make an Info-Only Benefit
  • Add documents to a benefit

Selection Reporting

  • Generic Provider Reporting
  • Email notifications for new selections
  • How to Approve/Decline A Selection
  • An overview of online Benefit Approvals

Selection Windows

  • How to give individual employees access to a benefit window
  • How To Renew A Scheme
  • Edit User’s in a Selection Window
  • Benefit Approvals in a Benefit Window
  • Impersonate a User & View Selection Windows
  • Additional Windows - a quick guide
See all 8 articles

Employer Costs

  • Overview - What are employer costs?
  • How to create employer cost calculations
  • Case study examples of employer cost calculations
  • How to link an employer cost calculation to a benefit

F.A.Q's

  • How to update existing selections after costs have changed
  • How to remove a selection on a benefit for a user
  • How to amend an Employee's Pension Contributions after a salary increase?
  • How to View an Audit Record
  • How to Generate and Export a Report of the Selections for Payroll
  • Allocating Benefits to Individuals

Offline Selections and Migrations from Another Provider

  • Migrating Benefit Selections From Another Provider
  • Which Selection Status Shall I Use?
  • How to Add Offline Selections
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